Jones & Associates Premier Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$221,800,000
Total clients
519
10% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
260
Average account size
$427,360
About
Jones & Associates Premier Financial Solutions provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory to individual and high‑net‑worth clients. The firm manages roughly $222 million for about 519 clients and also offers client‑directed accounts, co‑advisor relationships with third‑party managers, and access to alternative investments.
Investment programs are developed to reflect each client’s goals, time horizon and risk tolerance and typically employ fundamental, technical and cyclical analysis; managed accounts are generally handled on a discretionary basis and documented with an investment policy statement. To deliver ongoing oversight and scalability, the firm uses third‑party portfolio managers and model portfolios, conducts periodic monitoring, and holds at least annual reviews for clients invested in alternative investments.
The firm is distinctive among peers for its high client‑to‑advisor ratio (more than 200 clients per advisor) and for its affiliation with an insurance business; the managing member devotes about a quarter of their time to the affiliated insurance practice and is also a registered representative of a broker‑dealer. The firm shares fees with third‑party managers, accepts certain referral and marketing‑support payments related to alternative investments, and discloses these arrangements and potential conflicts in its Form ADV.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees up to $2,500 (negotiable)
$0+: Up to 1.00% annually (negotiable) for direct asset management $0+: 1.50% annually total for Strategic, Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios (GI 0.50% + JA 1.00%) $0+: 1.00% annually total for Preservation Portfolios (GI 0.40% + JA 0.60%)
Investment Advisor Representatives receive commissions as registered representatives of Gradient Securities, LLC broker-dealer
$300 per hour (financial planning and consulting, negotiable)
Fee-only: Financial planning fixed fees up to $2,500; hourly fees at $300/hour (negotiable)
Main office location
Jones & Associates Premier Financial Solutions
260 N 3 Rd Street
Jacksonville OR 97530, United States
Number of offices
2
Most active in
Arizona · California · Idaho · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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